--- title: Schedule E Modeling in Scenario Analysis description: Schedule E Income Overview --- [Skip to content](https://help.holistiplan.com/schedule-e#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en) 3. [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) # Schedule E Modeling in Scenario Analysis ## Schedule E Modeling allows you to model rental activities, pass-through entities, and fiduciary income directly within Scenario Analysis. Each Schedule E activity is entered as its own entity, making it easy to evaluate the tax impact of individual properties or businesses while also seeing their combined effect across a planning scenario. ![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jul-27-2026-05-40-07-8606-PM.png?width=670&height=518&name=undefined-Jul-27-2026-05-40-07-8606-PM.png)  Whether you're creating a Scenario Analysis from an uploaded tax return or building one from scratch, Holistiplan helps organize your Schedule E activities and automatically performs many of the underlying tax calculations, including passive activity loss treatment, Qualified Business Income (QBI), Net Investment Income Tax (NIIT), and self-employment tax where applicable. **Skip to instructions on modeling (opens in new window):** - **[S-Corp Income](https://help.holistiplan.com/s-corp?hsLang=en)** - **[Partnership Income](https://help.holistiplan.com/partnership?hsLang=en)** - **[Rental Real Estate](https://help.holistiplan.com/rental?hsLang=en)** - **[Royalty Income](https://help.holistiplan.com/royalties?hsLang=en)** - **[Trust and Estate Income](https://help.holistiplan.com/trustestate?hsLang=en)** --- ### **How Schedule E Modeling Works** Schedule E activities are organized into three sections that correspond to the IRS Schedule E. | **Schedule E Section** | **What It Models** | | --- | --- | | **Part I — Rental Real Estate & Royalties** | Rental properties and royalty income, including passive activity rules, depreciation, depletion, NIIT, and QBI. | | **Part II — Partnerships & S-Corporations** | Partnership and S-corporation Schedule K-1 income, including self-employment tax, passive activity treatment, NIIT, and QBI. | | **Part III — Trusts & Estates** | Trust and estate Schedule K-1 income from Form 1041, including passive activity treatment, NIIT, and QBI. |  Each section has its own workflow while sharing a consistent layout and Summary experience.  --- ### **Creating Schedule E Entities** There are two ways to begin modeling Schedule E activities: #### **1. Create Entities from an Uploaded Tax Return** If your Scenario Analysis was created from an uploaded tax return, Holistiplan automatically creates an entity for each Schedule E activity found on the return. Depending on the Schedule E section, entities are created using: - **Rental Properties & Royalties** – Property address or entity name - **Partnerships & S-Corporations** – Entity name - **Trusts & Estates** – Entity name These entities provide a starting point for your analysis. Review each entity and enter the remaining income and expense information needed for your planning scenario. **Note:** Only the entity name or property address is carried over from the uploaded return; Holistiplan does not read income and expense information for each Schedule E entity. The way that Schedule E is constructed does not lend itself well to capturing individual income/expense information and associating them with the correct entity without resulting in the need for greater manual review/processing. #### **2. Add an Entity Manually** Need to model an activity that isn't included on the uploaded return? Click **+ Add Entity** within the appropriate Schedule E section. Manual entities are useful when modeling: - A newly acquired rental property - A future business investment - A projected trust or estate distribution - Planning opportunities that aren't reflected on the current tax return --- ### **Typical Workflow** Most advisors follow the same process regardless of the Schedule E section they're working in.  ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jul-27-2026-07-32-11-9035-PM.png?width=429&height=476&name=image-png-Jul-27-2026-07-32-11-9035-PM.png) --- ### **What Holistiplan Calculates** As you complete each entity, Holistiplan automatically performs many of the underlying tax calculations, including: - Passive activity loss treatment - Suspended passive loss carryforwards - Qualified Business Income (QBI) - Net Investment Income Tax (NIIT) - Self-employment tax (where applicable) - Rental loss limitations - Oil & gas depletion - Summary totals flowing through Schedule E The calculations performed depend on the type of Schedule E activity being modeled. --- ### **Summary Cards & Summary Tabs** Each entity includes a **Summary card** that updates automatically as information is entered. The Summary Card provides a quick view of how that specific entity affects the Scenario Analysis. Each Schedule E section also includes a **Summary** **tab** that combines all entities within that section into a single view. This makes it easy to: - Review each activity individually - Identify passive losses - Compare planning assumptions - Understand the overall tax impact --- ### **Learn More** Choose the section that matches the activity you're modeling. ### **🏠 Part I — Rental Real Estate & Royalties** Use this section to model: - Rental properties - Royalty income - Depreciation - Oil & gas depletion - Passive activity losses - Rental QBI **Open:** *[**Rental Real Estate**](https://help.holistiplan.com/rental?hsLang=en)* &***[Royalties](https://help.holistiplan.com/royalties?hsLang=en)*** --- ### **🏢 Part II — Partnerships & S-Corporations** Use this section to model: - Partnership K-1 income - S-corporation K-1 income - Self-employment tax - Income Bridge - Pass-through income - Business QBI **Open:** *[**Partnerships**](https://help.holistiplan.com/partnership?hsLang=en)* &***[S-Corporations](https://help.holistiplan.com/s-corp?hsLang=en)*** --- ### **🏛️ Part III — Trusts & Estates** Use this section to model: - Trust K-1 income - Estate K-1 income - Fiduciary pass-through income - Trust and estate QBI - Passive activity treatment **Open:** **[*Trusts & Estates*](https://help.holistiplan.com/trustestate?hsLang=en)** --- ### **Frequently Asked Questions** **Can I add entities that weren't on the uploaded tax return?** Yes. You can manually add rental properties, businesses, trusts, and estates at any time. **Can I edit entity names?** Yes. Entity names (or property addresses for rentals) are populated from the uploaded tax return when available, but they can be edited at any time. **Does Holistiplan import all of the Schedule E information from my tax return?** No. Holistiplan creates each entity using the entity name or property address from the uploaded tax return as a starting point. You'll complete the remaining financial and tax information within each entity. **Can I compare different planning scenarios?** Yes. 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